logo
episode-header-image
Sep 2025
1h 59m

Dylan Patel - Inside the Trillion-Dollar...

Colossus | Investing & Business Podcasts
About this episode
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industri ... Show More
Up next
Jan 13
Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]
My guests today are Tom Digan and Greg Stewart. Tom is the co-founder of Ladder, and Greg is its CEO. Ladder was my first angel investment. What followed over the next seven years is one of the most unlikely and dramatic business stories I’ve been a part of. Today, Ladder is the ... Show More
1h 14m
Jan 6
Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]
My guest today is Reed Hastings, the co-founder and former longtime CEO of Netflix. Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first is finding a simple idea and taking it extraordinarily seriously. Reed talks about ... Show More
1h 2m
Dec 30
Nick Kokonas - Know What You Are Selling - [Invest Like The Best, REPLAY]
Today, I am replaying my conversation with Nick Kokonas, one of my favorites from the show. Nick is the co-founder of 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as well as the co-founder and CEO of Tock, a comprehensive booking system for restaur ... Show More
1h 17m
Recommended Episodes
Nov 12
The Hidden Industry Powering Every AI Company
The infrastructure behind AI is massive - learn to leverage it with our free guide to advanced prompt engineering: https://clickhubspot.com/fnw Episode 84: What’s the real infrastructure powering every mind-blowing AI app and model you see today—and are we heading for a “compute ... Show More
38m 58s
Apr 2025
Bret Taylor: A Vision for AI’s Next Frontier
What happens when one of the most legendary minds in tech delves deep into the real workings of modern AI? A 2-hour long masterclass that you don’t want to miss. Bret Taylor, current chairman of OpenAI, unpacks why AI is transforming software engineering forever, how founders can ... Show More
2h 8m
Sep 2025
AI's Next Frontier: Privacy-Preserving Neural Networks
Jimmy Secretan, CTO of JustWin, explores the latest innovations in privacy-preserving neural networks, and explains how JustWin is leveraging AI to help small businesses win government contracts. He also explores the future directions of AI, and the impact of AI on user autonomy ... Show More
36m 44s
Sep 2025
How Microsoft is Fixing the Biggest AI Agent Problem
Want the guide to create AI Agents? get it here: https://clickhubspot.com/fhc Episode 77: Are we nearing a future where AI agents can autonomously tackle our biggest challenges—while remaining efficient, safe, and truly aligned with human goals? Matt Wolfe (https://x.com/mreflow) ... Show More
30m 8s
Apr 2025
Nvidia’s AI Chief: “AI Agents Will Solve the World’s Biggest Problems”
Episode 53: What role will AI agents play in addressing global challenges? Join Matt Wolfe (https://x.com/mreflow) Amanda Saunders (https://x.com/amandamsaunders), Director of Enterprise Generative AI Product Marketing at Nvidia, then Bob Pette (https://x.com/RobertPette) Vice Pr ... Show More
45m 1s
Dec 2024
AI is a money pit — here’s why investors don’t mind
AI investment is massive, but AI profits are not — and yet investors seem confident massive AI fundraising will one day translate into sizable AI profits. To break it down, Verge Deputy Editor Alex Heath guest hosts this episode of Decoder featuring Menlo Ventures partner Tim Tul ... Show More
33m 59s
Oct 2024
@Asianometry & Dylan Patel — How the semiconductor industry actually works
<p>A bonanza on the semiconductor industry and hardware scaling to AGI by the end of the decade.</p><p>Dylan Patel runs <a target="_blank" href="https://www.semianalysis.com/">Semianalysis</a>, the leading publication and research firm on AI hardware. Jon Y runs <a target="_blank ... Show More
2h 9m
Jan 2025
The $500B AI Project Stargate: Everything You Need to Know
Episode 43: How massive is the $500 billion AI Stargate Project, and what does it mean for the future of AI? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) break down this monumental development and discuss its implications. This episode delves in ... Show More
45m 54s
Sep 2025
The State of AI Agents in 2025 & How to Use Them
Want our guide to master AI Agents? Get it here: https://clickhubspot.com/bka Episode 76: What actually makes something a real "AI Agent"—and how close are we to AI handling complex work entirely on its own? Matt Wolfe (https://x.com/mreflow) is joined by Deepak Singh (https://x. ... Show More
51m 26s
Sep 2025
Is Google Now the AI Leader?
Google’s AI comeback is turning into something bigger. Today’s AI Daily Brief covers whether Google has taken the lead in the AI race, with multimodal breakthroughs, Gemini’s surge, and a huge antitrust win around Chrome. We also dig into Anthropic’s $13B raise at a stunning $183 ... Show More
29m 23s